FineMark National Bank & Trust’s Vanguard Intermediate-Term Bond ETF BIV Stock Holding History

FineMark National Bank & Trust’s Portfolio BIV Stock Details BIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$405K	Sell	5,204 -349	-6%	-$27.3K	0.01%	342
2025 Q3	$434K	Buy	5,553 +349	+7%	+$27K	0.01%	333
2025 Q2	$402K	Buy	5,204 +915	+21%	+$69.7K	0.01%	333
2025 Q1	$328K	Buy	+4,289	New	+$324K	0.01%	346
2015 Q3	–	Sell	-21	Closed	-$2K	–	1518
2015 Q2	$2K	Buy	+21	New	+$1.78K	﹤0.01%	1229
2013 Q3	–	Sell	-315	Closed	-$26K	–	1525
2013 Q2	$26K	Buy	+315	New	+$27.4K	0.01%	712

Other funds holding BIV

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

FineMark National Bank & Trust's BIV Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Vanguard Intermediate-Term Bond ETF (BIV) stake by 6.3% in Q4 2025, selling an estimated $27.3K and leaving 5,204 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #342.

FineMark National Bank & Trust first reported a position in BIV in Q2 2013 and has held it in 6 quarters since. The position peaked at $434K in Q3 2025. 977 funds tracked by Wall St. Rank hold BIV as of Q4 2025.

FineMark National Bank & Trust held 5,204 shares of Vanguard Intermediate-Term Bond ETF worth $405K as of Q4 2025.
FineMark National Bank & Trust sold 349 Vanguard Intermediate-Term Bond ETF shares in Q4 2025, an estimated $27.3K.
Vanguard Intermediate-Term Bond ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #342 holding.
FineMark National Bank & Trust first reported a position in Vanguard Intermediate-Term Bond ETF in Q2 2013 and has held it in 6 quarters since.
FineMark National Bank & Trust's Vanguard Intermediate-Term Bond ETF position peaked at $434K in Q3 2025.
977 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Bond ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.